Jeff and Yolanda Berkowitz
Jeff and Yolanda Berkowitz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COCONUT GROVE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $56K in total assets. In 2024, it awarded 1 grants totaling $120K. Net investment income was $36K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$56K
-60.0% YoY
Annual Giving
$120K
+336.4% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$120K
+772.7% YoY
Under IRS private-foundation payout rules, Jeff and Yolanda Berkowitz reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About Jeff and Yolanda Berkowitz
Based on IRS filings
Jeff and Yolanda Berkowitz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COCONUT GROVE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $56K in total assets. In 2024, it awarded 1 grants totaling $120K. Net investment income was $36K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $55,964 | $139,863 | $150,570 |
| Revenue | $41,557 | $23,029 | $1,029 |
| Expenses | $125,456 | $33,736 | $42,059 |
| Qualifying Distributions | $120,000 | $27,500 | $35,000 |
| Net Investment Income | $36,334 | $16,793 | — |
| Distributable Amount | $7,144 | $7,806 | $10,519 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Friends of Miami Animals ($120,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF MIAMI ANIMALS MIAMI, FL | DONATION | $120,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEFFREY BERKOWITZ | PRESIDENT | 1 | — |
| YOLANDA BERKOWITZ | TREASURER | 1 | — |
| RICHARD BERKOWITZ | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jeff and Yolanda Berkowitz?
Jeff and Yolanda Berkowitz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COCONUT GROVE, FL. It holds $56K in total assets as of 2024.
How large is Jeff and Yolanda Berkowitz?
As of 2024, Jeff and Yolanda Berkowitz holds $56K in total assets with $42K in annual revenue. It awarded 1 grants totaling $120K in 2024.
Where does Jeff and Yolanda Berkowitz operate?
Jeff and Yolanda Berkowitz has awarded grants in Florida, Maine.
What size grants does Jeff and Yolanda Berkowitz award?
In 2024, Jeff and Yolanda Berkowitz awarded 1 grants totaling $120K — an average of about $120K per grant, based on its IRS Form 990 filings.
How much is Jeff and Yolanda Berkowitz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jeff and Yolanda Berkowitz reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jeff and Yolanda Berkowitz's EIN?
Jeff and Yolanda Berkowitz's EIN (Employer Identification Number) is 27-5215409. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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